Fuel up your sales with the Zoho SalesIQ + Bigin integration

Fuel up your sales with the Zoho SalesIQ + Bigin integration

Hi everyone!

We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again.



Let's look at an example to understand how this integration can help a business in real-time.

Zylker Real Estate is an agency in Dallas. Most of their visitors use the live chat on the website to enquire about property listings, mortgage assistance, or open house timings. But, while their business is thriving, they are also facing some issues in organizing and nurturing their website prospects.

Problems they faced:

  1. Potential leads accessing their website and chats weren’t being duly captured in their CRM, leading to lost opportunities and conversations that ended without follow-ups.
  2. CRM follow-up tasks weren’t consistently created or tracked, resulting in missed chances to nurture and close deals on time.
  3. Sales reps lacked visibility into the prospects' past conversations on their CRM, causing repeated questions and disjointed customer experiences.
  4. And, when CRM contacts revisited the website, they weren’t recognized as existing contacts, leading to a disconnect and missed opportunities to prioritize and nurture these contacts as valued prospects.

The solution? 

Enter the SalesIQ + Bigin Integration!

The all-new SalesIQ + Bigin integration solves all the above problems, giving businesses exactly what they need to connect engagement with sales.

Customer journey using SalesIQ + Bigin: How does this integration solve the problems faced by Zylker Real Estate?

Let’s look at an everyday business scenario to understand how this integration helps Zylker Real Estate.

A visitor named John lands on Zylker Real Estate's listing webpage for a two-bedroom apartment. He starts a chat with Operator Patricia using the SalesIQ chat widget.
  1. Operator Patricia answers in real-time using the SalesIQ live chat and quickly shares additional details about the property.
  2. Inside SalesIQ, Patricia comprehends that John is a serious prospect, because she notices that:
    1. John has already browsed seven other similar property pages and has spent more than an hour on the website today alone.
    2. He is a returning visitor who has accessed the website three times before.
    3. John's lead score is also at 500, which means he satisfies the criteria for the business' ideal prospect.
  1. With a single click, Patricia pushes John into Bigin as a new contact, right from the chat window.
Idea
Zylker Real Estate's Problem 1 - Potential leads accessing their website and chats weren’t being duly captured in their CRM - SOLVED!


  1. She also creates a follow-up task in Bigin right from the chat, ensuring the sales team won’t miss the chance to schedule a property viewing.
Idea
Zylker Real Estate's Problem 2 - CRM follow-up tasks weren’t consistently created or trackedSOLVED!
  1. With this, the full chat transcript and John’s details are saved into Bigin, ensuring that the sales rep who follows up later will have the entire context at hand.
Idea
Zylker Real Estate's Problem 3 - Sales reps lacked visibility into the prospects' past conversations on their CRM SOLVED!

  1. And the next time John revisits the website, SalesIQ instantly shows his Bigin contact details to the operator, so they know he’s not just another visitor, but an active prospect already in their CRM.
Idea
Zylker Real Estate's Problem 4 - When CRM contacts revisited the website, they weren’t recognized as existing contactsSOLVED!

The outcome? 

Instead of this chat ending with “I’ll think about it,” John has now become a tracked contact in Bigin with full context, ensuring that future interactions are more personalized, effective and well on the way to a deal closure!


Idea
NOTE: Visitors can be pushed as contacts manually by operators as provided in the above use case, or they can also be pushed automatically (integration settings or even using SalesIQ's Zobot) based on business needs.

Integration highlights that help your business

  1. No lost leads: Push promising chats into Bigin as contacts, automatically or manually.
  2. Context that travels: Chat transcripts move with the contact for seamless follow-ups.
  3. Never miss a follow-up: Create Bigin tasks from SalesIQ during the chat.
  4. Know your visitor instantly: SalesIQ shows Bigin contact details for returning CRM contacts, enabling personalized engagement.
Check out the below video to set up this integration. 



For the complete process, refer to our help guide here.

Do try out the SalesIQ + Bigin Integration for your business and let us know your thoughts. For any questions or assistance, feel free to reach out to our support team at [support@zohosalesiq.com].

Warm regards,
Hameetha
Team Zoho SalesIQ


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Updated font library: New font styles and custom font options in Zoho Sheet

                                    Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
                                  • Introducing Data Bars: Graphically represent changes in data within the cells

                                    Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method
                                  • Default Font Size in Desk

                                    How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried
                                  • Tip #19 - Create checkbox tracker in your spreadsheet

                                    Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
                                  • Tip #20 - Three things you probably didn't know you can do with picklists

                                    Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
                                  • Per Level Approval for admins

                                    We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
                                  • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                    CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                  • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                    Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                  • Integrate Projects for Desk KB article release tasks

                                    Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could
                                  • Feature enhancement: Highlight rows based on a cell value

                                    Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
                                  • Shortcut to fill a range of cells

                                    Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                  • Updating custom fields in Zoho Projects

                                    Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
                                  • Markdown for Desk?

                                    Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)
                                  • Change Currency symbol

                                    I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                  • Calendar not working

                                    Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point
                                  • Tip of the week #16 - Search and filter threads based on criteria

                                    Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can
                                  • WhatsApp Message Template Quick Reply Buttons

                                    Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's
                                  • Account in Quick View Filter

                                    I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
                                  • Collapsible Sections & Section Navigation Needed

                                    The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                  • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

                                    Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
                                  • 136.143.188.51 blocked by spamcop

                                    Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                  • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

                                    Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                  • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

                                    hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
                                  • Deleting Fields in CRM Deletes Views in Analytics

                                    Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
                                  • Booking outside of scheduled availability

                                    Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
                                  • Zoho Desk Android and iOS app update: Access multilingual templates on the IM module

                                    Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/
                                  • Can't login IMAP suddenly

                                    Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
                                  • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

                                    lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via
                                  • Custom buttons

                                    Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be
                                  • The Social Wall: October 2025

                                    Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
                                  • Client Script | Update - Support for List Page (Canvas) and Notes

                                    Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for
                                  • Pincode Based Pricing

                                    We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show
                                  • feature question: lookup field in Projects task layout

                                    Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.
                                  • Can we do Image swatches for color variants?

                                    We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
                                  • What's New in Zoho Analytics - October 2025

                                    Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                  • Zoho Analytics & SQL Server - Live connect

                                    Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to
                                  • Explore the Redesigned Quotes Module in Zoho Billing

                                    Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
                                  • Latest updates in Zoho Meeting | Create departments, Share PDF files

                                    Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly
                                  • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                    Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                  • Next Page